CIK 1846150
SAX WEALTH ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
488
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 401–450 of 488
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SYY | SYSCO CORP | 4K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 6K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 2K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 3K | $100K–$500K | SH |
| LZB | LA Z BOY INC | 8K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 6K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 6K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| AVGV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 8K | $100K–$500K | SH |
| AIZ | ASSURANT INC | 1K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 24K | $100K–$500K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD | 19K | $100K–$500K | SH |
| COR | CENCORA INC | 820 | $100K–$500K | SH |
| WFC-PL | WELLS FARGO CO NEW | 227 | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 571 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 831 | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 2K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| MMC | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| IBDX | ISHARES TR | 10K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 8K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| KVUE | KENVUE INC | 15K | $100K–$500K | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| PTC | PTC INC | 1K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 881 | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 5K | $100K–$500K | SH |
| SAH | SONIC AUTOMOTIVE INC | 4K | $100K–$500K | SH |
| PCEF | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 6K | $100K–$500K | SH |
| F | FORD MTR CO | 19K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| XJH | ISHARES TR | 5K | $100K–$500K | SH |
| INDA | ISHARES TR | 4K | $100K–$500K | SH |
| SMTC | SEMTECH CORP | 3K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| AIVL | WISDOMTREE TR | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 302 | $100K–$500K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 13K | $100K–$500K | SH |
| DIVO | AMPLIFY ETF TR | 5K | $100K–$500K | SH |